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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
151	Federated Hermes Pittsburgh, Pennsylvania	$235M	-$10.5M	13	0.52%	Reduced
152	Eaton Vance Management Boston, Massachusetts	$233M	-$4.29M	14	0.46%	Reduced
153	BRIM Broad Run Investment Management Arlington, Virginia	$232M	-$22.4M	1	10.11%	Reduced
154	Lyrical Asset Management New York	$225M	+$10.5M	1	3.07%	Increased
155	Public Employees Retirement Association of Colorado Denver, Colorado	$223M	-$10.3M	17	1.26%	Reduced
156	Alkeon Capital Management New York	$222M	-$56.5M	1	0.83%	Reduced
157	Axa Paris, France	$222M	+$13.8M	11	0.9%	Increased
158	Jennison Associates New York	$217M	-$5.79M	7	0.22%	Reduced
159	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$215M	-$14.7M	16	1.12%	Reduced
160	State of Tennessee, Department of Treasury Nashville, Tennessee	$214M	-$4.23M	15	0.94%	Reduced
161	VVP Vulcan Value Partners Birmingham, Alabama	$213M	-$7.08M	1	1.64%	Reduced
162	ProShare Advisors Bethesda, Maryland	$213M	+$18.9M	15	0.98%	Increased
163	River Road Asset Management Louisville, Kentucky	$208M	+$15.3M	5	3.27%	Increased
164	Robeco Institutional Asset Management Rotterdam, Netherlands	$207M	+$33.8M	9	0.66%	Increased
165	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$206M	+$25.3M	14	1.27%	Increased
166	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$205M	+$22.2M	10	1.41%	Increased
167	British Columbia Investment Management Victoria, British Columbia, Canada	$204M	+$26.7M	9	1.52%	Increased
168	Retirement Systems of Alabama Montgomery, Alabama	$202M	+$1.46M	10	0.89%	Increased
169	Guardian Capital (Canada) Toronto, Ontario, Canada	$201M	-$20.7M	2	4.19%	Reduced
170	Two Sigma Investments New York	$201M	+$52.2M	13	0.61%	Increased
171	Aperio Group Sausalito, California	$201M	+$4.05M	24	0.72%	Increased
172	Fiduciary Management Inc Milwaukee, Wisconsin	$198M	+$185M	1	1.23%	New
173	Chevy Chase Trust Bethesda, Maryland	$197M	-$7.39M	12	0.75%	Reduced
174	Putnam Investments Boston, Massachusetts	$195M	+$4.25M	8	0.4%	Increased
175	VOYA Investment Management Atlanta, Georgia	$194M	-$3.44M	21	0.4%	Reduced